Enterprise Technology Signals

Data center IT component revenue rose 182% in 2Q 2026, driven by higher DRAM and storage prices and AI infrastructure demand.

Dell’Oro Group reports Optical Transport revenue rose 15% year-over-year, fueled by DCI growth, cloud provider demand, and North American AI infrastructure investment in 2Q 2026. Learn more: The post Optical Transport Equipment Market Grew 15 Percent Year-over-Year in 2Q 2026, According to Dell’Oro Group appeared first on Dell'Oro Group.

Dell’Oro Group says worldwide RAN revenue rose modestly in 2Q 2026, extending growth to three quarters while 2026 stays broadly flat.

Dell’Oro forecasts SASE revenue to reach $24B by 2030, driven by SD-WAN recovery and expanded SSE monetization.

Dell’Oro says Open Fronthaul is set to become the preferred interface while Cloud RAN and multi-vendor RAN follow different adoption paths.

Dell’Oro Group forecasts 2026 data center PON equipment revenue to rise 844% as hyperscalers deploy passive optical networks for out-of-band management.

Dell’Oro Group forecasts Broadband Access Equipment revenue will peak in 2028, with 2026-2030 growth at a 0.5% CAGR as CPE costs rise.

Dell’Oro forecasts AI back-end switch spending near $1T from 2026-2030, with scale-up over half by 2030.

ARLINGTON, VA (July 27, 2026) – Today, the Wireless Infrastructure Association released the following statement on the U.S. Department of Commerce National Telecommunications and Information Administration’s Call to Action for The post WIA Statement on Trump Administration’s Call to Action for 6G Leadership and Security appeared first on Wireless Infrastructure Association.

Dell’Oro Group forecasts worldwide RAN revenue growth at a 1% CAGR through 2030 after market stabilization in 2025.

Dell’Oro Group forecasts High End Router and Aggregation Switch revenue of $19B by 2030, driven by AI infrastructure buildout.

Wireless Infrastructure Association-commissioned reports say satellite D2D complements terrestrial wireless rather than replacing it.

Ericsson’s Mobility Report cites stable 20% to 22% YoY mobile traffic growth and projects 2.5x total mobile traffic by 2030.

Industrial firms refocus on AI-linked data center power and thermal, using divestitures and targeted M&A including Carrier and Johnson Controls.

Dell’Oro projects $35B in AI RAN revenue (2026-2030) and says overall RAN market growth will not expand.

Dell’Oro Group says Data Center IT Semiconductors and Components revenue rose 116% year over year in 1Q 2026 on AI buildout and memory prices.

ABI Research forecasted AI inference workloads to surpass training by 2033 and reach more than 46 GW by 2035.

DIGITAL hosted an AI roundtable at Web Summit Vancouver with Canada’s Minister Evan Solomon and leaders from government and the AI ecosystem. The discussion focused on barriers to real-world AI adoption and commercialization, including procurement, scaling, talent, and infrastructure, alongside reported commercialization metrics and sector coverage.

Dell’Oro Group reports worldwide RAN revenue excluding services rose modestly in 1Q 2026, staying within -4% to +4% YoY range.

WIA reelected its board of directors and extended officer terms after its quarterly meeting in Fort Lauderdale.